Institutional Ownership Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB). We have compiled data on the 1,373 institutions that hold shares in the stock, with a total of 93.2 Million shares, which have been reported (via 13F filing form) to have a value of $30.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
132,474
shares
|
$43.6 Million
1.13% of portfolio
|
Q4 2023
Added 38.27%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
129,376
shares
|
$42.6 Million
3.3% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
128,682
shares
|
$42.3 Million
0.25% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
123,390
shares
|
$40.6 Million
5.52% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Brewster Financial Planning LLC
|
Oct 10, 2024 Q3 2024 |
123,303
shares
|
$40.6 Million
30.06% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
123,132
shares
|
$40.5 Million
3.26% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
121,770
shares
|
$40.1 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
117,194
shares
|
$38.5 Million
0.01% of portfolio
|
Q3 2024
Added 39.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
115,503
shares
|
$38 Million
0.24% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
114,661
shares
|
$37.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Schoolcraft Capital LLC
Boulder, CO |
Oct 07, 2024 Q3 2024 |
114,277
shares
|
$37.6 Million
7.29% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
113,899
shares
|
$37.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
112,688
shares
|
$37.1 Million
1.73% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
111,453
shares
|
$36.7 Million
0.41% of portfolio
|
Q3 2024
Reduced 9.14%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
109,495
shares
|
$36 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
109,155
shares
|
$35.9 Million
1.64% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Oct 22, 2024 Q3 2024 |
108,191
shares
|
$35.6 Million
8.79% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
105,606
shares
|
$34.7 Million
4.12% of portfolio
|
Q3 2024
Reduced 19.81%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
103,754
shares
|
$34.1 Million
0.85% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Hoge Financial Services, LLC
Canonsburg, PA |
Nov 12, 2024 Q3 2024 |
102,838
shares
|
$33.8 Million
24.35% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
102,078
shares
|
$33.6 Million
4.06% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
100,903
shares
|
$33.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
100,376
shares
|
$33 Million
11.66% of portfolio
|
Q4 2022
Added 2.14%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
99,971
shares
|
$32.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
97,081
shares
|
$31.9 Million
0.83% of portfolio
|
Q3 2024
Added 691.59%
|